Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
70+ 2.29% |
$11.4K - $13.7K
|
3.13K
$634K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 4.55% |
$163 - $196
|
21
$4.25K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-1.93K- 33.33% |
$314K - $377K
|
3.86K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.6K+ 24.77% |
$1.89M - $2.28M
|
58.6K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-241- 0.46% |
$39.2K - $47.2K
|
51.7K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.81K+ 23.67% |
$458K - $551K
|
14.7K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.5K- 35.01% |
$1.7M - $2.05M
|
19.4K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-102- 7.74% |
$16.6K - $20K
|
1.22K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-407- 4.31% |
$66.2K - $79.7K
|
9.03K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
171+ 3.14% |
$27.8K - $33.5K
|
5.62K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.47K+ 4.2% |
$240K - $288K
|
36.5K
$7.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-841- 2.14% |
$137K - $165K
|
38.4K
$7.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-40- 2.78% |
$6.51K - $7.83K
|
1.4K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-264- 3.66% |
$43K - $51.7K
|
6.95K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 129.62% |
$969K - $1.17M
|
10.5K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.56K+ 76.04% |
$1.56M - $1.87M
|
22.1K
$4.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
122+ 7.59% |
$19.9K - $23.9K
|
1.73K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
125New |
$20.3K - $24.5K
|
125
$25.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
586+ 43.93% |
$95.4K - $115K
|
1.92K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.74KNew |
$771K - $927K
|
4.74K
$959K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-4.82K- 11.81% |
$784K - $943K
|
36K
$7.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-63- 3.87% |
$10.3K - $12.3K
|
1.56K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillman CO
|
SELL
|
- |
-17.9K- 18.61% |
$2.92M - $3.51M
|
78.4K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 7.96% |
$369K - $444K
|
30.8K
$6.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
813+ 1.81% |
$132K - $159K
|
45.8K
$9.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-55- 0.56% |
$8.95K - $10.8K
|
9.78K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.39K+ 3.24% |
$227K - $273K
|
44.3K
$8.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-150- 4.59% |
$24.4K - $29.4K
|
3.12K
$632K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
20.9KNew |
$3.4M - $4.09M
|
20.9K
$4.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
271+ 7.32% |
$44.1K - $53.1K
|
3.97K
$805K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
137K+ 419.52% |
$22.3M - $26.8M
|
170K
$34.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.41K+ 14.48% |
$229K - $275K
|
11.1K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-517- 9.89% |
$84.1K - $101K
|
4.71K
$954K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
533+ 0.94% |
$86.8K - $104K
|
57.1K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.04KNew |
$170K - $204K
|
1.04K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
467+ 25.13% |
$76K - $91.4K
|
2.33K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
206KNew |
$33.5M - $40.3M
|
206K
$41.7M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.99K+ 3.79% |
$1.14M - $1.37M
|
191K
$38.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-39- 8.35% |
$6.35K - $7.64K
|
428
$86.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.84K+ 18.82% |
$463K - $557K
|
17.9K
$3.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.36K- 7.64% |
$222K - $267K
|
16.5K
$3.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.16KNew |
$188K - $227K
|
1.16K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-144K- 49.31% |
$23.5M - $28.3M
|
148K
$30.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 7.04% |
$3.09K - $3.72K
|
289
$58.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
123+ 0.33% |
$20K - $24.1K
|
37.6K
$7.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
81+ 18.58% |
$13.2K - $15.9K
|
517
$105K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
78+ 2.57% |
$12.7K - $15.3K
|
3.12K
$631K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-70- 1.95% |
$11.4K - $13.7K
|
3.53K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2K- 6.68% |
$326K - $392K
|
28K
$5.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-648- 9.31% |
$105K - $127K
|
6.31K
$1.28M
|